INTERNAL OWNERSHIP TRANSITION
• Who gets to be an owner? • Buy-back provisions • Ownership transition model
• Buy-sell agreements/operating agreements. • Valuing the shares or ownership stake—book value or some premium?
• How much stock should any one person have? • Valuation formulas vs. appraisals.
CULTURAL CONTINUITY
MANAGEMENT SUCCESSION
CORPORATE GOVERNANCE / LEADERSHIP ROLES
FINANCIAL ARRANGEMENTS
THE PRINCIPALS ACADEMY 2022
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